See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,602 | $85,202-24.2% | $172,739-62.6% | $72,985-11.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.88% | 27.32%-0.4pp | 802.84%-776.0pp | 81.00%-54.1pp |
| Employer contribution / active EE | $2,210 | $3,324-33.5% | $5,143-57.0% | $2,440-9.4% |
| Participant deferral / active EE | $5,048 | $3,260+54.8% | $5,198-2.9% | $3,607+39.9% |
| Admin fee / account holder | $1,595 | $5,884-72.9% | $13,954-88.6% | $5,124-68.9% |